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Wheaton Precious Metals

625 hedge funds and large institutions have $16.8B invested in Wheaton Precious Metals in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 210 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $201M | Put options by funds: $119M

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 603625 (+22)

1.03% more ownership

Funds ownership: 61.78%62.81% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 195

3% less capital invested

Capital invested by funds: $17.3B → $16.8B (-$443M)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
625
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
8.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
99
Increased
210
Reduced
195
Closed
69
Calls
$201M
Puts
$119M
Net Calls
+$81.7M
Net Calls Change
-$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
601
JCIC Asset Management
Ontario, Canada
$4.61K +$5.08K +82 New
ZB
602
Zions Bancorporation
Utah
$4.44K
PTC
603
Private Trust Company
Ohio
$4.33K
CSC
604
Caldwell Sutter Capital
California
$4.22K
GM
605
GeoWealth Management
Illinois
$4.16K -$2.79K -45 -38%
TH
606
TCTC Holdings
Texas
$3.15K +$1.36K +22 +65%
RDIA
607
RE Dickinson Investment Advisors
Iowa
$3K +$310 +5 New
CTC
608
Central Trust Company
Missouri
$2.81K -$372 -6 -11%
AI
609
Arvest Investments
Arkansas
$2.81K
GIA
610
GHP Investment Advisors
Colorado
$2.31K
TFA
611
Toth Financial Advisory
Virginia
$2.25K
ADL
612
Asset Dedication LLC
California
$2.19K +$2.42K +39 New
APW
613
Aventura Private Wealth
Florida
$2.19K +$2.42K +39 New
CPG
614
Cornerstone Planning Group
New Jersey
$2.13K -$496 -8 -18%
PCM
615
Penserra Capital Management
California
$2K
AA
616
Addison Advisors
Vermont
$1.97K -$557 -9 -20%
SFGP
617
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.81K +$1.98K +32 New
CFGS
618
Concourse Financial Group Securities
Alabama
$1.77K
BCMLT
619
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.57K
ME
620
McIlrath & Eck
Washington
$1.41K
MG
621
Mather Group
Illinois
$1.13K
LDB
622
Lee, Danner & Bass
Tennessee
$1.13K +$1.24K +20 New
VWM
623
Vermillion Wealth Management
Minnesota
$1.13K +$1.24K +20 New
HI
624
Human Investing
Oregon
$844 +$929 +15 New
TWD
625
True Wealth Design
Ohio
$732 +$124 +2 +18%